Paraplanner in Birmingham

Job Overview

Birmingham, England
Job Type
Full Time
£30,000 - £30,000 Per Year
Date Posted
2 days ago

Additional Details

Job ID
Job Views

Job Description

An exciting opportunity has arisen for an experienced Paraplanner to join a leading IFA with offices across the UK.

The firm in question have been expanding rapidly and as business levels continually increase, they need to maintain a strong support system behind the financial planners.

You will have the opportunity to expand your technical knowledge, take further industry exams and progress into more senior roles during your time with the business.

Key Responsibilities

* Fund research and analysis

* Product comparison and analysis

* Charges analysis

* Investigation of taxation implications (IHT, CGT, LTA, CEG etc.)

* Compile suitability reports, detailing the recommended advice to suit the client’s needs.

What's on offer?

* 7% employer pension contribution

* 4xDIS

* varying bonus schemes


* full financial support for industry qualifications

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive a cheque for £200 if we assist them in securing a new career.

Job Synonyms:

IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support, junior paraplanner, IFA, Financial Adviser, Financial Advisor, Financial Planner, Technical Support, Report Writer, Paraplanning, Wealth Management, Financial Planning


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